Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Barnett Kern is a financial advisor with over 30 years of experience in the financial services industry. She is currently registered with Wells Fargo Clearing Services, LLC and holds licenses in both Virginia and California. Previously, Lisa worked with Davenport & Company LLC and American Express Financial Advisors Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
02/11/2013 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
VA
07/09/1996 - 02/12/2013
DAVENPORT & COMPANY LLC (RICHMOND VA)
MN
10/13/1982 - 04/29/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
10/13/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 07/05/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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